I need a report by Customer that shows a certain item

gouvgolf — Tue, 09 May 2023 18:48:39 GMT

I am a golf course and sell yearly memberships and yearly golf cart rental to different customers. I need a report that shows every customer who purchased a specific item(s). Can anyone help???

Re: I need a report by Customer that shows a certain item

TheRealChipA — Tue, 09 May 2023 19:25:28 GMT

Hi @gouvgolf. There is no standard Square report that will do this. However, you can do it in a spreadsheet by downloading the Transactions CSV and the Item Details CSV and merging them together, selecting on the item(s) you are interested in. I have an Excel spreadsheet that does this, but it uses PowerQuery, so you’d need to have a paid version of Office365. I’d just have to dig it up and make sure that it works with the current CSV layouts if you don’t already know how to do this with Excel.

Best,

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I need a report by Customer that shows a certain item

Re: I need a report by Customer that shows a certain item